外卖战没有赢家

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很多兄弟后台留言说

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美汤还有救吗

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外卖站没有赢家

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都是输家

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你就看财报吧

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你看京东的财报本来可以赚500个亿的

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最后赚了100多个亿

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光外卖净亏损466亿

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美团本来一年可以赚350~400个亿的

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你看财报预计全年亏损250个亿

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相当于投入了600个亿啊

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一前一后600亿没了

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你再看阿里的财报

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估计也不会很好

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去年是赚了1500个亿啊

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今年的话外卖大概补贴了800多个亿

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再算上其他的一些投资收益的话

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估计全年利润也就是800个亿左右吧

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按照现在的市值3200亿美金

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那它发完财报之后的估值了

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就到了二十六七倍了

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实际上也不便宜了

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你反而看看拼多多啊

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不参与外卖站

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一年呢也能赚1000多个亿

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有人说

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拼多多在2025年的净利润

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应该会超过阿里了

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这就是打外卖单的结果

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订单量是增加了

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那公司也也热闹了哈

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然后活跃用户行还增加了

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一算账呢全亏

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所以你看京东啊发了财报之后明确表态啊

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二周年呢不再进行外卖单补贴啊

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只做高客单

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不赚钱不干

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但股价呢还涨了一些

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这说明什么呢

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说明市场也认为都是低估的啊

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无论是美团

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无论是京东

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无论是阿里啊

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无论拼多多都很便宜

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但是外卖站呢你打起来没完

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那到底亏多少钱

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什么时候是个头

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谁也不知道

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所以大家担心的是

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你就这么亏下去啊

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万一亏成光伏怎么办啊

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困成养猪业怎么办啊

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困成那些那些资金流断裂的啊

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那些公狮新能源汽车哈怎么办呢

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其实这个不是危言耸听啊

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完全有可能

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因为阿里去年一单外卖的话

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平均要亏三块5~4块

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什么概念啊

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一天8000万单呀

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你要四块钱

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你看多恐怖吧

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一天亏三四个亿啊

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一年亏1000个亿

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1000多个亿

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一年赚才赚1000多个亿啊

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阿里这家公司其实他的营能力还是可以的对吧

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一年滔天啊

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加上这些阿里云

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加上其他的菜鸟物流啊

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照样码1500个亿净利润

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但是你架不住外卖

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1000个1000

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你得砸呀

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所以我觉得阿里发完财报之后呢

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如果财报暴跌哈

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他应该会像京东一样啊

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减少外卖的投入

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让市场呢回归一个理性状态

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然后呢在加大这个云呐啊

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AI啊

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大模型的投入啊

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甚至包括芯片的投入

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这些才是提升估值的

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我觉得中国的这些互联网公司呢

86
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都应该跟马斯克学是吧

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人家马斯克把一个四个轮子的生意啊

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硬生生的干成了AI

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干成了芯片啊

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干成了科技

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那中国的这些企业就不能跟马斯克学学嘛对吧

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你的估值咱别说像马斯克一样

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干个三四百倍PE1

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你干个三四十倍也能对得起这些股东啊

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所以我觉得阿里发完财报之后

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应该在投入上有所减少

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那个时候美团也许哈有了一线转折的机会啊

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